In the Compass Real Estate Conversations podcast, hosted by our Chief Economist Mike Simonsen, we get expertise and insights from the best leaders and thinkers in our industry. These conversations help us understand the trends and dynamics driving the real estate market today.
In this conversation, Mike Simonsen talks with Neil Dutta, head of economics at Renaissance Macro, who shares insights on the current state of the economy, the impact of AI, housing market trends, and monetary policy. This episode offers a deep dive into economic indicators, policy decisions, and future outlooks, helping listeners understand the complex forces shaping the market.
Neil Dutta on LinkedIn (https://www.linkedin.com/in/dutta-neil/)
Neil Dutta on X (https://x.com/RenMacLLC)
27 May 2026
It’s the start of a new era at the Fed. What happens next?
In this in-depth interview, Mike Simonsen talks with Nick Timiraos, chief economics correspondent at the Wall Street Journal to discuss the recent history and future outlook of the Federal Reserve, including its response to crises, political pressures, and inflation management. Key topics include Powell's legacy, the impact of geopolitical shocks, and the evolving approach to monetary policy.
13 May 2026
How Climate Risk and Insurance Shape the Housing Market
In this in-depth interview, Mike Simonsen talks with Dr. Selma Hepp from Cotality to discuss the current state of the US housing market, climate risk impacts, and the influence of AI on real estate and finance. She provides expert insights into market trends, pricing forecasts, and policy implications, offering valuable guidance for industry professionals and consumers alike.
Cotality (https://www.cotality.com/ )
Selma Hepp on LinkedIn (https://www.linkedin.com/in/selma-hepp-phd-11b0773a/)
8 Apr 2026
The Future of Home Valuations: AI, Data, and Market Trends
In this episode, Mike Simonsen talks with Alex Villacorta from Azuli.ai to discuss the evolution of property valuation, the impact of AI and data on real estate, and the future of valuation technology amidst market changes.
Alex Villacorta on Linkedin (https://www.linkedin.com/in/alex-villacorta-phd-0895a43/)
25 Mar 2026
How Retail Investors are Shaping the US Market
In this episode, Mike Simonsen interviews Dave Meyer, the Chief Investment Officer at BiggerPockets, a leading community for retail real estate investors. They discuss the mission of BiggerPockets, which is to help individuals achieve financial freedom through real estate investing. Dave shares insights into the demographics of real estate investors, emphasizing that most are regular people looking to supplement their income or retire early. The conversation covers various investment strategies, from rental properties to flipping houses, and the importance of understanding market dynamics and demographics. They also explore the future of real estate investing, considering factors like demographic changes, climate impact, and economic trends. Dave highlights the significance of working with knowledgeable real estate agents and the potential of markets in the Midwest for affordable housing. The episode concludes with Dave sharing information about his podcasts, "Bigger Pockets" and "On the Market," which offer strategies and data-driven insights for investors.
(https://www.biggerpockets.com/)
Bigger Pockets Podcast (https://open.spotify.com/show/23JyccHPmQ8fzmpmnvQ6hR?si=49832116546044d4)
On The Market Podcast (https://open.spotify.com/show/2NlzZ9NtHtZ2uBuaDNoGzY)
Dave Meyer on Instagram (https://www.instagram.com/thedatadeli/)
11 Mar 2026
Unlocking Real Estate Success: Insights from Real Trends
In this conversation, Mike Simonsen and Mark Adams delve into the intricacies of real estate rankings, focusing on Real Trends and its significance in measuring agent performance. They explore the dynamics of off-market transactions, the evolution of team structures, and the strategies employed by mega teams. The discussion also touches on the impact of technology, the future of brokerage models, and the importance of community involvement in building a successful real estate career. Mark shares insights on high-volume agents and the shifting landscape of real estate transactions, emphasizing the need for adaptability in a changing market.
25 Feb 2026
Understanding Supply and Demand in Rental Housing
In this conversation, Mike Simonsen and Jay Parsons discuss the current state of the apartment market, focusing on trends in rents, supply dynamics, and the impact of institutional investors. They explore the challenges of affordability, the importance of policy in addressing housing issues, and the future outlook for the rental market. The discussion highlights the complexities of demand and absorption trends, as well as the potential for distress in certain segments of the market.
Jay Parsons Website (https://jayparsons.com/)
Jay Parsons on X (https://x.com/jayparsons?lang=en)
Academy (https://academy.compass.com)
21 Jan 2026
From Rates to Inventory: 2026 Housing Insights
In this conversation, Mike Simonsen and Logan Mohtashami discuss the outlook for the housing market in 2026, focusing on mortgage rates, inventory growth, and the labor market. They explore the dynamics between buyers and sellers, the impact of Federal Reserve policies, and the potential for price corrections. The discussion emphasizes the importance of understanding economic indicators and trends to navigate the housing market effectively.
Logan Mohtashami Website (https://loganmohtashami.com/)
Logan Mohtashami on X ( https://x.com/LoganMohtashami)
Academy Website (https://academy.compass.com)
19 Nov 2025
Understanding Home Buyer Demographics
In this conversation with Mike Simonsen and Eric Finnigan, they explore the changing demographics of home buyers, particularly focusing on the age of first-time home buyers and the barriers they face in the current housing market. It highlights the trend of older first-time buyers and discusses the implications for affordability and access to home ownership.
Eric Finnigan on X (https://x.com/EricFinnigan)
Newsletter Sign Up on John Burns Website (https://jbrec.com/)
Eric Finnigan on LinkedIn (https://www.linkedin.com/in/ericfinnigan1/)
Compass Academy (http://academy.compass.com/)
This post is for informational purposes only. It is not intended as financial, legal, or real estate advice. Any market forecasts or predictions discussed are speculative and are subject to change. Actual results may differ. You should seek their own professional advice before making decisions. Compass disclaims any liability for reliance on this content.
5 Nov 2025
Home Prices and Affordability
In this conversation, Mike Simonsen and Odeta Kushi discuss the current state of the housing market, reflecting on the past four years and the ongoing adjustment period. They explore the dynamics of home sales, mortgage rates, and affordability, while also addressing the impact of economic conditions on the housing market. The discussion highlights the importance of understanding geographic variations in home prices, the implications of the lock-in effect, and the future outlook for housing demand amidst demographic shifts.
The REconomy Podcast (https://podcasts.apple.com/us/podcast/the-reconomy-podcast/id1535706041)
First American Economics (https://www.firstam.com/economics/)
Odeta Kushi on X (https://x.com/odetakushi?lang=en) (https://x.com/odetakushi?lang=en)
Compass Academy (https://academy.compass.com/)
This post is for informational purposes only. It is not intended as financial, legal, or real estate advice. Any market forecasts or predictions discussed are speculative and are subject to change. Actual results may differ. You should seek their own professional advice before making decisions. Compass disclaims any liability for reliance on this content.
3 Nov 2025
How Trends in the Macro Economy Effect the Housing Market with Conor Sen Columnist for Bloomberg
In this conversation, Conor Sen discusses the evolution of the housing market over the past few years, highlighting the impact of rising interest rates, economic recovery, and demographic shifts. He emphasizes the current trends in housing and construction, the implications of the 'Great Stay' phenomenon on labor and housing, and the two-tier economy affecting affordability. The discussion also touches on potential policy solutions, the role of AI in economic dynamics, and forecasts for the housing market in 2026.
Conor Sen on Bloomberg (https://www.bloomberg.com/authors/ATA2uaN4m4A/conor-sen)
Conor Sen on X (https://x.com/conorsen/)
Conor Sen on Blue Sky (https://bsky.app/profile/conorsen.bsky.social)
This post is for informational purposes only. It is not intended as financial, legal, or real estate advice. Any market forecasts or predictions discussed are speculative and are subject to change. Actual results may differ. You should seek their own professional advice before making decisions. Compass disclaims any liability for reliance on this content.
7 Oct 2025
Understanding Mortgage Rates Today with Matt Graham, COO of Mortgage News Daily
In this conversation, Mike Simonsen and Matt Graham discuss the current state of the mortgage market, the factors influencing mortgage rates, and the implications for home buyers. They explore the role of the Federal Reserve, economic conditions, and treasury issuance in shaping the mortgage landscape. Matt shares insights on buyer demand, the significance of specific mortgage rate thresholds, and offers practical advice for prospective home buyers navigating today's market.
Matt Graham - http://mortgagenewsdaily.com (http://mortgagenewsdaily.com)
Compass Academy (https://academy.compass.com/)
This post is for informational purposes only. It is not intended as financial, legal, or real estate advice. Any market forecasts or predictions discussed are speculative and are subject to change. Actual results may differ. You should seek their own professional advice before making decisions. Compass disclaims any liability for reliance on this content.
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